See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,682 | $81,248-40.1% | $155,509-68.7% | $80,856-39.8% |
| Participation rate | 90.6% | 66.2%+24.3pp | 78.2%+12.4pp | 67.6%+22.9pp |
| Annual return | 12.72% | 33.31%-20.6pp | 64.67%-51.9pp | 35.59%-22.9pp |
| Employer contribution / active EE | $2,769 | $3,100-10.7% | $4,672-40.7% | $2,755+0.5% |
| Participant deferral / active EE | $2,794 | $3,452-19.1% | $5,626-50.3% | $4,296-35.0% |
| Admin fee / account holder | $628 | $7,997-92.1% | $15,912-96.1% | $6,918-90.9% |